RIP

RAM Investment Partners Portfolio holdings

AUM $476M
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$3.64M
3
+$2.83M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.73M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.4M

Top Sells

1
+$330K
2
+$284K
3
+$266K
4
UNH icon
UnitedHealth
UNH
+$263K
5
GEHC icon
GE HealthCare
GEHC
+$254K

Sector Composition

1 Technology 14.22%
2 Consumer Discretionary 3.93%
3 Consumer Staples 1.91%
4 Communication Services 1.82%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.34%
+22,419
27
$1.33M 0.33%
32,484
-1,523
28
$1.29M 0.32%
4,467
+77
29
$1.23M 0.3%
5,293
+379
30
$1.21M 0.3%
+16,021
31
$1.2M 0.3%
2,228
+1,213
32
$1.15M 0.28%
2,534
+31
33
$1.02M 0.25%
14,147
+217
34
$1.01M 0.25%
6,089
-224
35
$937K 0.23%
5,274
-4
36
$887K 0.22%
18,547
+4,199
37
$862K 0.21%
1,472
+5
38
$828K 0.2%
1,332
-3
39
$770K 0.19%
2,302
+139
40
$712K 0.18%
1,210
+10
41
$658K 0.16%
11,826
42
$647K 0.16%
2,046
+142
43
$625K 0.15%
5,863
-90
44
$616K 0.15%
+6,350
45
$601K 0.15%
1,465
46
$597K 0.15%
1,167
+20
47
$584K 0.14%
6,147
48
$520K 0.13%
6,062
49
$517K 0.13%
983
+9
50
$512K 0.13%
4,878
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